Atria Wealth Solutions, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 121,099 shares of LMBS stock, worth $5.95 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

121,099

Previous 134,538 9.99%

Holding current value

$5.95 Million

Previous $6.65 Million 11.34%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$48.48 - $49.47 $651,522 - $664,827	-13,439 Reduced 9.99%	121,099 $5.89 Million
Q3 2024 Nov 08, 2024	BUY	$47.95 - $49.61 $732,148 - $757,495	15,269 Added 12.8%	134,538 $6.65 Million
Q2 2024 Jul 22, 2024	BUY	$47.58 - $48.41 $48,912 - $49,765	1,028 Added 0.87%	119,269 $5.73 Million
Q1 2024 May 13, 2024	SELL	$47.95 - $48.49 $367,680 - $371,821	-7,668 Reduced 6.09%	118,241 $5.71 Million
Q4 2023 Feb 02, 2024	SELL	$46.58 - $48.36 $60,926 - $63,254	-1,308 Reduced 1.03%	125,909 $6.08 Million
Q3 2023 Nov 08, 2023	SELL	$47.15 - $47.94 $249,187 - $253,362	-5,285 Reduced 3.99%	127,217 $6.01 Million
Q2 2023 Aug 03, 2023	SELL	$47.5 - $48.33 $3.52 Million - $3.58 Million	-74,123 Reduced 35.87%	132,502 $6.32 Million
Q1 2023 Aug 22, 2023	BUY	$47.34 - $48.21 $745,983 - $759,693	15,758 Added 11.89%	148,260 $7.1 Million
Q1 2023 Jun 14, 2023	BUY	$47.34 - $48.21 $2.76 Million - $2.81 Million	58,365 Added 39.37%	206,625 $9.89 Million
Q1 2023 May 10, 2023	SELL	$47.34 - $48.21 $2.8 Million - $2.85 Million	-59,041 Reduced 28.48%	148,260 $7.1 Million
Q4 2022 Aug 30, 2023	BUY	$46.64 - $47.85 $3.46 Million - $3.55 Million	74,123 Added 55.94%	206,625 $9.8 Million
Q4 2022 Feb 13, 2023	SELL	$46.64 - $47.85 $2.85 Million - $2.92 Million	-61,064 Reduced 22.75%	207,301 $9.83 Million
Q3 2022 Feb 13, 2023	SELL	$47.35 - $48.58 $542,204 - $556,289	-11,451 Reduced 4.09%	268,365 $12.8 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $627,861 - $644,170	13,260 Added 4.97%	279,816 $13.4 Million
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $4.6 Million - $4.69 Million	-95,789 Reduced 26.44%	266,556 $12.9 Million
Q1 2022 May 16, 2022	BUY	$48.85 - $50.03 $17.7 Million - $18.1 Million	362,345 New	362,345 $17.7 Million

Others Institutions Holding LMBS

# of Institutions

447

Shares Held

78.3M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Atria Wealth Solutions, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History